Legal Intake Specialist

7 days ago

Atlanta, United States Freeman Mathis & Gary Full time

Freeman Mathis and Gary is a national, specialty litigation firm located in the Cobb Galleria Office Park, steps from the Battery Atlanta. We are seeking a Legal Intake Specialist who is positive, responsive, organized and a self-starter. The Legal Intake Specialist spends most of the workday reading, writing, cross referencing, checking and validating information. The Legal environment is a fast-paced and deadline driven, so working with a sense of urgency is a must. Ideal candidates are tech savvy and able to quickly learn and adapt to new systems and processes. An assertive communication style and solid written/verbal communication skills are required. The Legal Intake Specialist communicates frequently with attorneys, either in writing or in-person. Proficiency in Microsoft Office is required. The hours for the position are from 9am to 6pm in the office.

Job Responsibilities and Essential Duties

  • Works within Upfront (SAP billing system) each day to ensure matters are opened properly in accordance with FMG standards
  • Communicates efficiently and concisely with Legal Assistants and Attorneys regarding possible issues related to the matter opening process and follow up with obtaining complete and accurate information
  • Works proactively, with a systems mindset, to eliminate conflict issues down the line
  • Inputs new client information and works quickly and accurately to get case matter numbers assigned so that the attorneys can begin billing time to those matter numbers
  • Cross references insurance carrier guidelines and attorney correspondence with clients to ensures assigned case rates are correct, update rates on existing matters as necessary
  • Clearly and quickly communicates the pertinent details of a case, upon request
  • Closes requested matters, monitors supplemental party request filings
  • Drafts, responds, and communicates with potential clients when necessary
  • Evaluate each intake workflow in Upfront (SAP billing system) and take an analytical approach to each submission to ensure accuracy and completeness
  • Asks thoughtful questions regarding the facts provided in Upfront ensuring that the information provided is in alignment with the system’s requirements
  • Work with Conflicts and Billing Teams to ensure matters are being maintained as required
  • Ability to build relationships with people in various departments, including Attorneys, Management and Staff to ensure proper outcomes
  • Other duties as assigned

Requirements

  • Accuracy and attention to detail is essential along with an understanding of how the role affects the overall system and legal process
  • Ability to multi-task, prioritize and effectively manage a busy desk
  • Proficiency in data entry, processing, researching, cross-referencing and validating data
  • Ability to produce accurate work in fast-paced environment with strict deadlines
  • Maintains a courteous and professional demeanor, with a positive attitude
  • Exceptional written and communication skills, track record of error free communication
  • Ability to work with and maintain confidential and sensitive information
  • Demonstrates consistent focus and when managing repetitive tasks
  • Excellent critical thinking and problem-solving skills, thinks things through before acting
  • Experience in initial case management duties such as setting up initial files, entering data, and obtaining additional information when necessary
  • Comfortable with navigating and exploring new computer systems- computer literate
  • Ability to learn quickly and can solve problems or navigate in unfamiliar systems with little instruction.

Education and Experience

  • Bachelor’s Degree Required- Degree in Library Science, or other Data Management and research focused degree programs are preferred, Business Administration Degrees considered
  • Computer savvy and experience with Microsoft Office (Word, Excel, Teams, etc.) required
  • Experience using an SAP based system with conflict or billing software experience a plus
  • Knowledge of the administrative legal process in the insurance defense space a plus
  • Experience providing excellent customer service and understands good customer service principles

The Firm values hardworking, collaborative and self-starting individuals. We offer the following in exchange for your hard work and dedication:

  • Competitive compensation
  • Comprehensive benefits package, including medical, dental, and vision
  • HSA and FSA for employees and dependents
  • 401K Safe Harbor plan and an employer profit sharing program
  • Company provided life insurance and long-term disability coverage
  • Year-end bonuses and referral fee incentives
  • Generous PTO policy
  • Regular, firmwide socials and events
  • Positive firm culture
  • Work-life balance
  • Employee Assistance Program
  • Safe and comfortable office environment with easy access to gym
  • Easy access to nature trails and cafes
  • Free parking

Freeman Mathis & Gary, LLP (FMG) is committed to providing equal employment opportunity to all applicants and employees by maintaining a workplace free of discrimination on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or other protected group status as provided by law. FMG complies with all applicable federal, state, and local laws. Employment dependent on successful completion of a background check and drug screen.

  • Legal Intake Specialist

    1 month ago

    Atlanta, Georgia, United States Atlanta Family Law Group LLC Full time

    Legal Intake SpecialistWe are seeking a skilled Legal Intake Specialist to provide exceptional customer service and ensure client satisfaction throughout the intake process. As a key member of our team, you will be responsible for conducting initial client intake interviews, collecting and recording client information, and determining the nature of each...

  • Legal Intake Specialist

    1 month ago

    Atlanta, Georgia, United States Atlanta Family Law Group LLC Full time

    Legal Intake SpecialistWe are seeking a skilled Legal Intake Specialist to present our company to prospective clients and ensure a smooth workflow. As a key member of our team, you will be responsible for conducting initial client intake interviews, collecting and recording client information, and determining the nature of each case. Your exceptional...

  • Legal Intake Specialist

    2 weeks ago

    Atlanta, United States Freeman Mathis and Gary LLP Full time

    Freeman Mathis and Gary is a national, specialty litigation firm located in the Cobb Galleria Office Park, steps from the Battery Atlanta. We are seeking a Legal Intake Specialist who is positive, responsive, organized and a self-starter. The Legal Intake Specialist spends most of the workday reading, writing, cross referencing, checking and validating...

  • Legal Intake Specialist

    1 month ago

    Atlanta, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half is seeking a legal intake specialist to support a busy general civil litigation firm in Smyrna, Georgia. This role involves assigning cases to attorney teams, requiring a high level of attention to detail, and the ability to handle high volume work. You will be based in our office, operating from Monday to Friday,...

  • Legal Intake Specialist

    2 weeks ago

    Atlanta, United States Freeman Mathis & Gary, LLP Full time

    Freeman Mathis and Gary is a national, specialty litigation firm located in the Cobb Galleria Office Park, steps from the Battery Atlanta. We are seeking a Legal Intake Specialist who is positive, responsive, organized and a self-starter. The Legal Intake Specialist spends most of the workday reading, writing, cross referencing, checking and validating...

  • Legal Intake Specialist

    2 weeks ago

    Atlanta, United States Freeman Mathis & Gary, LLP Full time

    Freeman Mathis and Gary is a national, specialty litigation firm located in the Cobb Galleria Office Park, steps from the Battery Atlanta. We are seeking a Legal Intake Specialist who is positive, responsive, organized and a self-starter. The Legal Intake Specialist spends most of the workday reading, writing, cross referencing, checking and validating...

  • Legal Intake Specialist

    2 weeks ago

    Atlanta, United States Freeman Mathis & Gary, LLP Full time

    Freeman Mathis and Gary is a national, specialty litigation firm located in the Cobb Galleria Office Park, steps from the Battery Atlanta. We are seeking a Legal Intake Specialist who is positive, responsive, organized and a self-starter. The Legal Intake Specialist spends most of the workday reading, writing, cross referencing, checking and validating...

  • Legal Intake Specialist

    2 days ago

    atlanta, United States Freeman Mathis & Gary, LLP Full time

    Freeman Mathis and Gary is a national, specialty litigation firm located in the Cobb Galleria Office Park, steps from the Battery Atlanta. We are seeking a Legal Intake Specialist who is positive, responsive, organized and a self-starter. The Legal Intake Specialist spends most of the workday reading, writing, cross referencing, checking and validating...

  • Legal Intake Specialist

    4 weeks ago

    Atlanta, Georgia, United States Atlanta Family Law Group LLC Full time

    Legal Intake ProfessionalWe are seeking a skilled Legal Intake Professional to present our company to prospective clients and ensure a smooth workflow.Key Responsibilities:Conduct initial client intake interviews via phone to collect and record client informationDetermine the nature of each case and assign appropriate tasksProvide exceptional customer...

  • Legal Intake Specialist

    1 month ago

    Atlanta, Georgia, United States Atlanta Family Law Group LLC Full time

    Legal Intake ProfessionalWe are seeking a skilled Legal Intake Professional to present our company to prospective clients and ensure a smooth workflow.Key Responsibilities:Conduct initial client intake interviews via phone to comprehend their needs and form relationships.Collect and record client information, including personal details, case details, and...

  • Legal Intake Specialist

    3 months ago

    Atlanta, United States Atlanta Family Law Group LLC Full time

    Description Are you a salesperson who has seen excellent results? Do you have exemplary customer service capabilities? We are on the lookout for a skilled Legal Intake Professional to join our team. As a Legal Intake Professional, you would be accountable for presenting our company to prospective customers. You must be able to comprehend their needs quickly,...

  • Legal Intake Coordinator

    2 weeks ago

    Atlanta, Georgia, United States Freeman Mathis & Gary Full time

    Job Title: Legal Intake SpecialistFreeman Mathis & Gary is a national, specialty litigation firm seeking a detail-oriented and organized Legal Intake Specialist to join our team. As a key member of our litigation support team, you will play a critical role in ensuring the smooth operation of our intake process.Key Responsibilities:Manage and maintain...

  • Legal Intake Coordinator

    4 days ago

    Atlanta, Georgia, United States Freeman Mathis and Gary LLP Full time

    Job Title: Legal Intake SpecialistFreeman Mathis and Gary LLP is seeking a highly organized and detail-oriented Legal Intake Specialist to join our team. As a key member of our litigation support team, you will play a critical role in ensuring the smooth operation of our intake process.Key Responsibilities:Manage and maintain accurate and up-to-date records...

  • Legal Intake Coordinator

    6 days ago

    Atlanta, Georgia, United States Freeman Mathis and Gary LLP Full time

    Job Title: Legal Intake SpecialistFreeman Mathis and Gary LLP is seeking a highly organized and detail-oriented Legal Intake Specialist to join our team. As a key member of our litigation support team, you will play a critical role in ensuring the smooth operation of our intake process.Key Responsibilities:Work within our Upfront (SAP billing system) to...

  • Personal Injury Legal Intake Specialist

    2 weeks ago

    Atlanta, Georgia, United States CEO Capital Financing Full time

    Job DescriptionCapital Financing is a dynamic and rapidly growing Plaintiff and Case Expense financing company seeking a highly skilled and motivated Personal Injury Legal Intake Specialist to join our team.This is an exciting opportunity for a detail-oriented and customer-focused individual to utilize their knowledge and skills in a unique and challenging...

  • Legal Intake Coordinator

    2 weeks ago

    Atlanta, Georgia, United States Chester Jennings Law Group Full time

    Job OpportunityWe are seeking a highly skilled Legal Intake Specialist to join our team at Chester Jennings Law Group. As a key member of our team, you will be responsible for surveying prospective clients, empathizing with them on the details of their case, and managing new client onboarding and data entry. Our lawyers will provide the training and...

  • Personal Injury Legal Intake Coordinator

    3 days ago

    Atlanta, Georgia, United States CEO Capital Financing Full time

    Job Title: Personal Injury Legal Intake SpecialistWe are seeking a highly skilled and detail-oriented Personal Injury Legal Intake Specialist to join our team at Capital Financing. As a key member of our team, you will be responsible for managing attorney schedules, coordinating awareness initiatives, and providing exceptional customer service to our...

  • Intake Paralegal

    2 months ago

    Atlanta, United States Atlanta Legal Aid Society Full time $34,500

    Atlanta Legal Aid Society (“Legal Aid”) seeks an Intake Paralegal to work in its downtown Atlanta office. Our non-profit law firm represents low-income people in a variety of civil legal matters including family, housing, consumer, employment, health, public benefits, and education law.Responsibilities: Through 2024, the primary responsibility of the...

  • Legal Intake Coordinator

    1 day ago

    Atlanta, Georgia, United States The Edwards Law Group Full time

    Job Title: Legal Intake CoordinatorJob DescriptionWe are seeking a highly skilled Legal Intake Coordinator to join our team at The Edwards Law Group. As a Legal Intake Coordinator, you will be responsible for managing attorney schedules, including prospective client consultations, to foster caseload growth. You will also take charge of various office tasks...

  • Sales and Intake Specialist

    3 weeks ago

    Atlanta, Georgia, United States Council & Associates LLC Full time

    Job Title: Sales Based Legal Intake SpecialistAt Council & Associates LLC, we are seeking a highly skilled and motivated Sales Based Legal Intake Specialist to join our team. As a key member of our team, you will be responsible for providing exceptional customer service, client intake, and sales support to our clients.Responsibilities:Update CRM and CMS...